See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,844 | $100,852-20.8% | $90,404-11.7% | $158,922-49.8% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.7%-51.3pp | 82.0%-60.5pp |
| Annual return | 13.99% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,730 | $3,689-53.1% | $3,262-47.0% | $4,761-63.7% |
| Participant deferral / active EE | $2,461 | $4,348-43.4% | $3,963-37.9% | $5,982-58.9% |
| Admin fee / account holder | $245 | $6,501-96.2% | $5,611-95.6% | $11,246-97.8% |